earnings
confidence high
sentiment positive
materiality 0.75
Kaiser Aluminum Q1 net income $22M ($1.31 EPS); Adj. EBITDA $73M, margin 20.2%
KAISER ALUMINUM CORP
2025-Q1 EPS reported
$1.31
revenue$777,400,000
- Net sales $777M, up 5% YoY; Conversion Revenue $363M, down 1% YoY.
- Aero/HS shipments 56.3M lbs vs 62.9M lbs YoY; Packaging shipments 130.2M lbs vs 142.4M lbs.
- Cash and liquidity $577M; declared $0.77/share dividend payable May 15, 2025.
- FY 2025 outlook: Conversion Revenue and Adj. EBITDA each to increase 5%-10% vs recast 2024.
- Expects 50%-55% of Adj. EBITDA contribution in H2 2025.